Access Financial Blog

Pension plans are a rare luxury. Most people need to create their own personal pension plan from their portfolio in order to make a successful transition to retirement and there are many ways to accomplish this.

Where do you begin to find an advisor who is a good fit for you, and who do you trust with your hard-earned money? It will be helpful to shed some light on how to find and select a financial planner or financial advisor who is the best fit for you.

ETFs and mutual funds are commonly held securities with many similarities, but they differ from each other in important ways. Which is right for your portfolio? Although ETFs are exploding with popularity, there are important criteria to consider.

A checklist for retirement readiness can help keep important tasks from being overlooked and can also help keep you on track by breaking down the process of preparing for retirement into more manageable steps.

Managing your financial decisions in order to minimize your tax obligation over time is critical for most retirees. Get help with understanding your tax return and how to manage the tax impact of financial decisions.

AMT, IRMAA, NIIT and Social Security taxes and surcharges can all have an unexpected impact in retirement. They make understanding and managing your tax obligations even more complex than when you are working.

Index funds are more popular than ever, with lots of good reasons for it. However, the downside of passive index investing can catch investors by surprise.